+26.6%
BE vs NIO
-54.3%
+80.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.9% | -2.5% | +1.0% |
| 7D | -14.7% | +5.6% | -20.3% | -16.5% |
| 30D | -40.5% | -4.2% | -36.3% | -39.3% |
| 3M | -24.3% | -26.3% | +2.0% | -15.3% |
| 6M | -39.3% | -42.5% | +3.2% | -25.0% |
| YTD | +99.4% | -33.5% | +132.9% | +129.8% |
| 1Y | +26.6% | -52.7% | +79.2% | +142.2% |
| All | +26.6% | -54.3% | +80.8% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling